Back to top
Buffalo Flexible Allocation Fund Investor Class: (MF: BUFBX)
(NASDAQ Mutual Funds) As of Dec 19, 2025 04:35 PM ET
$20.30 USD
+0.04 (0.20%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Nov 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 11.13 | 72 |
| 3 months | 3.49 | 40 |
| 6 months | 7.85 | 79 |
| 1 Year | 5.16 | 73 |
| 3 Year | 8.32 | 76 |
| 5 Year | 12.86 | 14 |
| 10 Year | 8.87 | 52 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 112.94 |
| Bear Market (10/07 - 2/09) | -35.97 |
| Bull Market (2/09 - 3/21) | 444.10 |
Load Adjusted Returns as of Nov 30, 2025
| 1 Year | 5.21 |
| 5 Year | 13.86 |
| 10 Year | 9.30 |
| Since Inception | 7.64 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 4.96 | 0.20 | 3.37 | NA |
| 2024 | 10.05 | 0.45 | 3.03 | -3.23 |
| 2023 | -0.95 | 2.71 | 0.31 | 5.22 |
| 2022 | 3.92 | -6.34 | -5.96 | 13.64 |
| 2021 | 8.89 | 7.84 | -0.63 | 11.17 |
| 2020 | -24.31 | 16.99 | 0.15 | 10.22 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 11.12 | 10.21 | 7.38 | 4.02 | 29.73 | -2.24 | 18.73 | -7.00 | 13.20 | 9.90 | -1.97 |
| % Total Return Rel to Index | -6.37 | -14.80 | -18.85 | 22.22 | 1.05 | -20.64 | -12.75 | -2.60 | -8.58 | -2.03 | -3.36 |
| % Total Return Rel to Peer | -1.94 | -1.42 | -1.99 | 10.99 | 8.73 | -7.40 | -3.25 | 0.02 | -0.90 | -1.45 | 1.51 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 1.00 | 1.00 | 5.00 | 4.00 | 3.00 | 4.00 | 4.00 | 2.00 |
| % Dividends | 0.28 | 0.31 | 0.35 | 0.30 | 0.29 | 0.28 | 0.32 | 0.38 | 0.36 | 0.39 | 0.40 |
| % Yield | 1.20 | 1.43 | 1.65 | 1.52 | 1.49 | 1.79 | 1.92 | 2.56 | 2.12 | 2.54 | 2.77 |
| Capital Gains ($) | 0.00 | 0.44 | 0.30 | 0.46 | 0.69 | 0.21 | 0.10 | 0.44 | 0.49 | 0.06 | 0.09 |
| Expense Ratio | 1.00 | 1.01 | 1.01 | 1.01 | 1.01 | 1.01 | 1.01 | 1.01 | 1.01 | 1.01 | 1.01 |
* 1 = Top 20%, 5 = Bottom 20%